CrowdStrike Posts Best Quarter Ever, but Cathie Wood's Ark Sells Shares Amid Cloudflare, Cerebras Buys
On Wednesday, Aug. 26, 2026, Ark Invest sold CrowdStrike and AMD shares after CrowdStrike's record quarter.
Read original at benzingaCrypto · News reference
Cathie Wood Scoops Up Tesla Shares as Stock Sinks, Ark Trims Robinhood Amid Crypto Weakness
Cathie Wood scooped up Tesla on its worst day in over a year, even as Ark kept selling down its Robinhood stake.
Reference details
Connected markets
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
- Source
- benzinga
- Observed
- Jul 24, 2026, 3:12 AM
- Checked
- Jul 24, 2026, 3:12 AM
- Cadence
- Captured once, then retained as an archive reference
- Status
- fresh
Keep reading
Related headlines
Cathie Wood Loads Up on Cerebras Systems Stock as AI Chip Race With Nvidia Heats Up — Ark Keeps on Dumping AMD Shares
Ark Invest bought roughly $17 million in Cerebras shares Tuesday, Aug. 25, 2026, while trimming its Tempus AI and AMD positions
Read original at benzingaCathie Wood's Biggest Buy Last Week Was SpaceX. She Sold Almost Exactly That Much Palantir the Same Day.
Cathie Wood's ARK Investment Management bought $27.5 million worth of SpaceX shares on Friday while simultaneously selling $27.2 million of Palantir shares the same day. The trades reflect a relative valuation call: SpaceX trades near its IPO price despite strong growth, while Palantir trades at 154x earnings despite similar revenue growth rates. Both companies remain significant holdings in ARK's funds, but the trades suggest Wood prefers SpaceX's valuation at current levels.
Read original at the-motley-foolCathie Wood Keeps Buying SpaceX Stock. Here's Why I Wouldn't Buy It Above a $1.8 Trillion Valuation.
While Cathie Wood's Ark Invest continues buying SpaceX stock since its June 2026 IPO, analyst Johnny Rice argues the company is overvalued at $1.8 trillion. Though Starlink shows strong performance with $4.3B Q2 revenue and 38.6% operating margins, SpaceX's AI division is burning cash with negative $25B free cash flow in H1 2026, consuming 90% of capital investments with uncertain returns.
Read original at the-motley-foolKratos Stock Gains as International GAIA Orders Put Orbit’s Satellite Push in Focus
Kratos GAIA Orders lift KTOS shares as Orbit lands multi-million-dollar international deals for its tri-band ground station systems.
Read original at benzingaWhy Is AMD Stock Trending Today?
AMD stock slipped in premarket trading as Nvidia's massive Q2 earnings beat drew focus, highlighting ongoing competition in data center AI hardware.
Read original at benzinga